EB

Eastern Bank Portfolio holdings

AUM $5.63B
1-Year Est. Return 20.31%
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12M
3
+$11.5M
4
DNOW icon
DNOW Inc
DNOW
+$5.67M
5
BIIB icon
Biogen
BIIB
+$3.99M

Top Sells

1
+$18.6M
2
+$13.7M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$5.5M
5
MS icon
Morgan Stanley
MS
+$4.25M

Sector Composition

1 Financials 10.67%
2 Healthcare 9.36%
3 Industrials 9.14%
4 Energy 9%
5 Technology 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$390K 0.03%
2,322
152
$386K 0.03%
7,353
-1,915
153
$383K 0.03%
4,400
154
$369K 0.03%
3,160
155
$367K 0.03%
2,193
-9
156
$366K 0.03%
16,000
157
$358K 0.03%
7,882
158
$352K 0.03%
6,084
+360
159
$352K 0.03%
2,958
160
$346K 0.03%
4,863
-329
161
$342K 0.03%
5,900
162
$341K 0.03%
2,880
-30
163
$340K 0.03%
2,683
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164
$339K 0.03%
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165
$339K 0.03%
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-5,113
166
$338K 0.03%
4,412
-60
167
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168
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2,000
169
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170
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171
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172
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5,403
173
$320K 0.03%
3,160
174
$316K 0.03%
4,500
175
$313K 0.03%
2,000
5 6
7
8 9